Convergence Investment Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,389
| Closed | -$1.7M | – | 266 |
|
|
2024
Q4 | $1.7M | Buy |
11,389
+2,836
| +33% | +$424K | 0.38% | 88 |
|
|
2024
Q3 | $1.4M | Buy |
8,553
+3,081
| +56% | +$505K | 0.38% | 86 |
|
|
2024
Q2 | $758K | Buy |
5,472
+2,725
| +99% | +$378K | 0.22% | 143 |
|
|
2024
Q1 | $379K | Buy |
+2,747
| New | +$379K | 0.15% | 167 |
|
|
2020
Q3 | – | Sell |
-14,581
| Closed | -$1.15M | – | 238 |
|
|
2020
Q2 | $1.15M | Buy |
14,581
+3,027
| +26% | +$240K | 0.4% | 81 |
|
|
2020
Q1 | $879K | Sell |
11,554
-6,734
| -37% | -$512K | 0.38% | 82 |
|
|
2019
Q4 | $1.37M | Buy |
+18,288
| New | +$1.37M | 0.39% | 83 |
|
|
2018
Q3 | – | Sell |
-29,005
| Closed | -$2.01M | – | 323 |
|
|
2018
Q2 | $2.01M | Buy |
29,005
+28,112
| +3,148% | +$1.95M | 0.28% | 132 |
|
|
2018
Q1 | $59K | Buy |
+893
| New | +$59K | 0.01% | 415 |
|
|
2017
Q4 | – | Sell |
-32,201
| Closed | -$1.91M | – | 307 |
|
|
2017
Q3 | $1.91M | Buy |
32,201
+5,382
| +20% | +$320K | 0.27% | 140 |
|
|
2017
Q2 | $1.74M | Buy |
26,819
+21,724
| +426% | +$1.41M | 0.25% | 153 |
|
|
2017
Q1 | $346K | Buy |
+5,095
| New | +$346K | 0.05% | 309 |
|